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Caldwell Sutter Capital’s Procter & Gamble PG Stock Holding History

Caldwell Sutter Capital’s Portfolio PG Stock Details PG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$670K Sell
4,572
-189
-4% -$27.5K 0.25% 97
2026
Q1 		$688K Buy
4,761
+178
+4% +$27K 0.28% 94
2025
Q4 		$657K Buy
4,583
+213
+5% +$31.4K 0.28% 92
2025
Q3 		$671K Sell
4,370
-346
-7% -$54K 0.29% 92
2025
Q2 		$751K Buy
4,716
+13
+0.3% +$2.12K 0.34% 77
2025
Q1 		$802K Sell
4,703
-80
-2% -$13.4K 0.38% 71
2024
Q4 		$802K Sell
4,783
-6
-0.1% -$1.02K 0.37% 73
2024
Q3 		$829K Sell
4,789
-586
-11% -$99.5K 0.39% 66
2024
Q2 		$886K Sell
5,375
-102
-2% -$16.7K 0.44% 62
2024
Q1 		$889K Buy
5,477
+500
+10% +$78.4K 0.43% 67
2023
Q4 		$729K Sell
4,977
-170
-3% -$25.2K 0.37% 73
2023
Q3 		$751K Sell
5,147
-19
-0.4% -$2.9K 0.42% 68
2023
Q2 		$784K Buy
5,166
+1,996
+63% +$301K 0.41% 69
2023
Q1 		$471K Buy
3,170
+1,859
+142% +$266K 0.34% 71
2022
Q4 		$199K Buy
+1,311
New +$184K 0.18% 102

Other funds holding PG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Caldwell Sutter Capital's PG Position: Q2 2026 in Review

Caldwell Sutter Capital reduced its Procter & Gamble (PG) stake by 4% in Q2 2026, selling an estimated $27.5K and leaving 4,572 shares worth $670K. The position accounts for 0.25% of the portfolio, ranked #97.

Caldwell Sutter Capital first reported a position in PG in Q4 2022 and has held it in 15 quarters since. The position peaked at $889K in Q1 2024. 4,006 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Caldwell Sutter Capital held 4,572 shares of Procter & Gamble worth $670K as of Q2 2026.
  • Caldwell Sutter Capital sold 189 Procter & Gamble shares in Q2 2026, an estimated $27.5K.
  • Procter & Gamble made up 0.25% of Caldwell Sutter Capital's portfolio in Q2 2026, its #97 holding.
  • Caldwell Sutter Capital first reported a position in Procter & Gamble in Q4 2022 and has held it in 15 quarters since.
  • Caldwell Sutter Capital's Procter & Gamble position peaked at $889K in Q1 2024.
  • 4,006 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.